Associate Wealth Advisor
Alan joined Mercer Advisors in April 2021 as an Associate Wealth Advisor. He previously worked as an Associate Advisor for Epstein and White and Mission Federal and SchoolsFirst Federal Credit Unions.
Alan has a passion for providing excellent service and prides himself on making sure his client’s financial planning needs are all taken care of. He is originally from Orange County and graduated from Cal State Fullerton in 2000 with a Bachelor of Arts inApplied Mathematics.
He currently lives in San Marcos with his wife Kari and his two youngest children, Jake and Elle. Alan enjoys spending as much time as possible with his family and in his spare time enjoys watching sports.